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Wellspent public graph/Locations/United States/Missouri

Fee-only advisors in Missouri

Fee-only advisors in St. Louis, Kansas City and Chesterfield, plus 49 other cities.

What fee-only financial advisors charge in Missouri

By the numbers

Advisors listed
400
Firms
172
Cities
56
Hold the CFP
40%
  • Other credentials: CFA 8% · CPA 2% · EA 1%
  • How they charge (of 400 with fees on file): percentage of assets 91% · fixed fees 69% · hourly 48% · ongoing planning fee 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Questions about fee-only advisors in Missouri

How many fee-only advisors in Missouri are there?

The Wellspent public graph lists 400 fee-only advisors in Missouri, at 172 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in Missouri focus on?

The most common focus among fee-only advisors in Missouri is retirement planning (125), followed by tax planning (95) and estate planning (75). Advisors can list more than one.

Where are fee-only advisors in Missouri located?

Of the 400 fee-only advisors in Missouri, 98 are in St. Louis, followed by 49 in Kansas City and 27 in Chesterfield.

How do fee-only advisors in Missouri charge?

The most common fee among fee-only advisors in Missouri is a percentage of assets, used by 91% of the 400 with fees on file. Many use more than one: 69% charge fixed fees and 48% charge by the hour.

How much do fee-only financial advisors charge in Missouri?

Fee-only financial advisors in Missouri charge a median of $4,770 a year for ongoing planning. We found this across the published prices of 18 Missouri firms.

How much does a one-time financial plan cost in Missouri?

A one-time financial plan from a fee-only firm in Missouri has a median price of $2,000. We found this across the published prices of 14 Missouri firms.

How many fee-only advisors in Missouri hold the CFP?

40% of the 400 fee-only advisors in Missouri hold the CFP certification, based on the credentials listed on each record.

Does Missouri tax income on top of federal tax?

Yes. Missouri has a state income tax, so a financial plan for a Missouri resident should project it alongside federal tax.

Is there a local income tax in Missouri?

Yes. In Missouri, Kansas City and St. Louis add an earnings tax.

Does Missouri have an estate or inheritance tax?

No. Missouri has no state estate or inheritance tax, so the federal rules are the main ones to plan around.

Does Missouri tax Social Security?

No. Missouri doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.

Find an advisor in Missouri by city

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Advisors serving Missouri (400)

Fee-only advisors serving Missouri: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Craig Toberman Toberman Becker Wealth, LLC St. Louis CFA, CFP, CPA, MBA Percentage of assets
Dan Reiter Prosperity Planning, Inc. North Kansas City CFP, CPA Percentage of assets
Danielle Harrison Harrison Financial Planning Columbia CFP, MBA Percentage of assets, Ongoing planning fee
Joel Huet White Sand Wealth Management, LLC Liberty CFP, CTFA, MBA Percentage of assets, Hourly
Mike Zeiter Foundations Financial Planning Carthage CFP, CPA, PFS Ongoing planning fee, Percentage of assets
Sakis Salas Acropolis Investment Management, LLC Chesterfield CFP, CPA, CRPC Percentage of assets
Tyler Landes Tandem Financial Guidance, LLC Kansas City AIF, CFP Ongoing planning fee, One-time planning fee
Chris Arnold Refresh Wealth University City CFP Percentage of assets, Ongoing planning fee
Donovan Brooks Prospurpose Wealth Saint Joseph CFP Ongoing planning fee
John Davis JKD Financial Springfield CFP, EA Flat fee or retainer, Hourly
Jon Vance Vance Financial Planning, LLC Springfield CFP, EA Flat fee or retainer, Hourly
Kristine McKinley Beacon Financial Advisors, LLC Kansas City CFP, CPA Hourly, Ongoing planning fee
Lei Deng Efficient financial plans and investing for busy skilled trades professionals Core Planning, LLC Saint Louis CFP, CFA Percentage of assets, Flat fee or retainer
Michael Hunsberger Next Mission Financial Planning Saint Charles CFP, ChFC, CCFC Flat fee or retainer, Ongoing planning fee
Richard Salmen Family Investment Center St. Joseph CFP, CFA, EA Percentage of assets, Ongoing planning fee
Stanton Burns Oakview Wealth Solutions LLC St. Charles CFP Percentage of assets, Hourly
David Foster Gateway Wealth Management, LLC Saint Louis CFP, RICP, CAP Percentage of assets
Mark Schweiss Modern Dollar Planning St. Louis CFP, CFA, CPA Flat fee or retainer, One-time planning fee
Michael Zung Java Wealth Planning Lees Summit CFP Flat fee or retainer
Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. Generational Wealth Development Cameron Not listed Hourly, One-time planning fee
Tom Kaminski Twin Robins Capital, LLC Kansas City CFP, CRPC Percentage of assets, Fixed fees
Wakefield Hare Greater Than Financial LLC Savannah CFP Percentage of assets, Ongoing planning fee
David Zaegel CWOs for Hire Town & Country CFP, CPA Percentage of assets, Hourly
Ethan Bridgewater Bridgewater Advisory Group LLC Crystal City CFP, ChFC Percentage of assets, Hourly
Jim MacKay MacKay Financial Planning Springfield CFP Flat fee or retainer, Hourly
Ryan Graves Bemiston Asset Management Webster Groves CFP, CFA Percentage of assets, One-time planning fee
Dilworth Lyman Your Financial Partnership Lees Summit CFP Percentage of assets, Hourly
Jordan Nietzel Trek Wealth Planning Columbia CFP, CFA Ongoing planning fee
Kyle Hill Hill-Top Financial Planning, LLC Kansas City CFP Percentage of assets, Ongoing planning fee
Michael Daley Peakview Strategies Cottleville CFP, CPA Percentage of assets, Ongoing planning fee
Alex Borgardts Next Bloom Wealth Gladstone CFP, CPA/PFS, CPA, PFS Percentage of assets, Hourly
James Hargrave Pillar Financial Planning Raymore CFP Hourly, Flat fee or retainer
Richard Armstrong Faith Investor Services Wildwood CFP Percentage of assets
Jacob Turner We help athletes and entrepreneurs build and protect wealth. Moment Private Wealth St. Louis CFP Percentage of assets, Flat fee or retainer
Jessica Humble Eagle Bluffs Wealth Management Columbia CFP Percentage of assets
Ryan Bouchard Rising Tide Wealth Advisory Solutions, LLC St. Louis CFP, CFA, MBA Percentage of assets, Hourly
Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. Parkwoods Wealth Partners St Louis CFP Percentage of assets
Timothy Sullivan Clarity Financial, L.L.C. Columbia CFP, EA Ongoing planning fee
Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. Hightower Wealth Advisors St. Louis CFP Percentage of assets, One-time planning fee
Beth Watts Financial Avenues, LLC. Kansas City CFP Hourly, Fixed fees
Brad Tinnon B.E.S.T. Wealth Management St. Louis CFP Percentage of assets, Flat fee or retainer
Christopher Battreall Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Kevin Schnell Schnell Financial Group Sedalia CFP Percentage of assets, Hourly
McKenzie Ebbesen Bason Asset Management Platte City CFP Flat fee or retainer, Ongoing planning fee
Spencer Funk Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Tedi Hughes Destiny Capital Lake Ozark CFP Percentage of assets, Flat fee or retainer
Andrew Beil StrongBox Wealth Lee'S Summit CFP Percentage of assets, Hourly
Charles Cooper StrongBox Wealth Lee'S Summit CFP Percentage of assets, Hourly
Garrett Gould Halyard Financial St. Louis CFP Percentage of assets
James Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets

Firms headquartered in Missouri (136)

All 136 firms in Missouri